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Ronald Keung, the head of Asian Internet Research at Goldman Sachs, stated that as the global usage of Chinese AI models surges, developers may begin to charge commercial licensing fees to cloud platforms for hosting their open-weight models. Currently, most Chinese models are released under permissive licenses such as the MIT License, allowing any user to use, modify, and host them for free, including for commercial purposes.Keung pointed out that Chinese AI models like Kimi K3 from the Dark Side of the Moon and GLM-5.2 from Zhiyu AI have performance levels that are close to those of leading models in the United States. The adoption rate among small and medium-sized enterprises, both domestically and globally, is very fast, and even large enterprises are beginning to consider using Chinese models. Goldman Sachs believes that model developers can convert the growing use of open-source into actual revenue by requiring third-party service providers to purchase commercial licenses to run model inference on their own infrastructure.

According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

A spokesperson for the Chinese Ministry of Commerce responded to the U.S. claim that it would investigate Chinese AI companies for "distilling" U.S. cutting-edge models and may impose sanctions, stating that this move lacks factual and legal basis and is a typical act of artificial intelligence hegemony.China pointed out that some of its model capabilities are already at the leading level, and nearly 200 U.S. startups urged the government not to cut off access to Chinese open-source models. China urged the U.S. to stop the smear campaign and threats of sanctions; otherwise, it will take all necessary measures to safeguard its own rights and interests.

According to Reuters, citing informed sources, due to the surge in demand for AI data centers leading to a tight supply of server CPUs, Intel and AMD are negotiating long-term procurement commitments with Chinese server customers. Agreements typically lock in a year's supply, with some discussions extending to two years or longer. Driven by the construction of AI computing power, CPU demand has expanded from AI accelerators to mainstream processors, with some server CPU products in the Chinese market experiencing a cumulative price increase of over 40% this year, with month-on-month increases exceeding 10% at times.Intel CEO Lip-Bu Tan stated in April that Xeon server CPU demand "continues to exceed supply," and the company has signed multiple long-term contracts in the first quarter, including a multi-year agreement with Google. AMD has raised its forecast for the server CPU market to exceed $120 billion by 2030. The report notes that China, as one of the largest server markets in the world, is intensifying competition for Intel and AMD processors due to the rapid construction of data centers and AI computing clusters, even as Chinese buyers face U.S. export restrictions on advanced AI GPUs. Intel is set to announce its quarterly results on Thursday, with the CPU shortage expected to become a market focus.

Finance Minister Scott Bessent posted on the X platform, expressing support for open-source AI and the innovations it brings, but stated that open-source is not an excuse to arbitrarily infringe on U.S. intellectual property rights.If Chinese companies engage in secret, industrial-scale extraction attacks and cross the line into intellectual property theft, sanctions will be considered, and they will be placed on the entity list.

According to a report by The Paper, at the 2026 World Artificial Intelligence Conference, renowned futurist and "father of the Silicon Valley spirit" Kevin Kelly stated in a media interview that if one day everyone starts to care about the cost of tokens, the existence of open-source models would be an advantage for Chinese AI.Kevin Kelly mentioned that the cost of token consumption is becoming increasingly important, and currently, it seems that people do not care about the cost. "But I believe that when we are constantly consuming such a large number of tokens, people will start to care (about the cost). If you can provide a cost that is only one-tenth of Anthropic's, then it will change the game."However, Kevin Kelly also reminded that the open-source model requires sufficient funding to maintain operations, as it is not as profitable as the closed-source model. "Building these large models requires massive funding."

According to a statement from the U.S. Attorney's Office for the Eastern District of New York, two Chinese citizens, Chen Zhuoying (also known as "Jolene," 27 years old, Brooklyn) and Zhang Haojie (also known as "Kevin," 38 years old, Queens), were formally charged on July 16 in federal court in Brooklyn with conspiracy to commit money laundering.According to the allegations, the two managed a money laundering network of over ten people in Queens and Brooklyn from 2020 to 2022, using approximately 45 shell companies and 140 business bank accounts to transfer at least $43 million in proceeds from "pig butchering" investment scams to accounts in China. The "pig butchering" scam contacts victims through social media or instant messaging software, gaining their trust with false high-return investment opportunities before absconding with their money. This case is being jointly investigated by Homeland Security Investigations (HSI), the FBI, IRS-CI, and the U.S. Postal Inspection Service. If convicted, both defendants face a maximum of 20 years in prison.

On July 16, according to WEEX TradFi market data, the overall Chinese concept technology sector has warmed up, with market funds refocusing on the valuation repair of leading e-commerce, content, and search companies. Among them, BABAON rose over 6.62% in 24 hours; BILION rose over 4.01%; JDON rose over 3.71%, with multiple Chinese concept tech stocks jointly driving the sector's enthusiasm.WEEX Labs believes that Alibaba's latest release of a real-time voice model further enhances market expectations for AI business development. Coupled with improved profit expectations before the earnings report and capital rotation, this has jointly driven the sector's rebound, with this round of market activity leaning towards the repricing of undervalued tech stocks. In the short term, attention still needs to be paid to performance realization, policy signals, and changes in the risk appetite of the US stock market.

Multiple social media users have reported that the Coinbase platform has opened registration for Chinese users, allowing them to register with a +86 phone number and ID card, without the need for proof of overseas address.

According to Caixin, the case involving 60,000 bitcoins belonging to Qian Zhimin held a three-day hearing from July 7 to 9, 2026. Blue Sky Ge Rui Company officially joined the battle for bitcoin rights through the litigation administrator. The bitcoin dispute has transformed from a "two-party confrontation" into a "three-party competition": 1. The UK prosecution (DPP) claims that the assets should be recovered by the state; 2. The Chinese victims assert that they have property rights to the bitcoins that can be traced and have significantly appreciated in value; 3. The litigation administrator representing Blue Sky Ge Rui Company argues that the bitcoins are substitute assets formed after Qian Zhimin misappropriated company funds.It is reported that the estimated value of the bitcoins involved in the case is about 427,000 yuan each as of July this year, a 152-fold increase from the purchase price when Qian Zhimin acquired them in 2014 (2,815 yuan each). If the applicant can successfully assert their property rights to the relevant bitcoin assets, the amount they can recover will not be limited to the original investment loss but can also extend to the appreciation gains of the bitcoins. The litigation administrator representing Blue Sky Ge Rui Company believes that the bitcoins in question are essentially transformed from misappropriated company property, and the company has the right to trace them and assert property rights.Meanwhile, the Director of the UK Crown Prosecution Service (DPP) continues to insist that Chinese law should apply, while the leading law firm representing individual victims has proposed four complementary legal arguments to avoid the victims' claims being entirely dismissed due to any single legal pathway: 1. Bitcoin in the UK should be governed by UK law; 2. The investment contract is a scam, and upon cancellation, the rights revert to the victims; 3. The tracing mechanisms under POCA Sections 305 and 306 should also apply to the victims; 4. A "mixed structure" should break the binary choice between Chinese and UK law.

The Hurun Research Institute released the "2025 Hurun U35 China Entrepreneur Pioneers," and TRON founder Justin Sun was selected. The list shows that TRON's enterprise value has reached 227.5 billion RMB, ranking first among U35 founded companies, accounting for nearly half of the total value of all listed U35 generation entrepreneurial companies, demonstrating its scale advantage and infrastructure value in the global blockchain industry.Currently, the issuance of TRC20 - USDT on the TRON blockchain has surpassed 90 billion USD, continuously consolidating its important position in the global stablecoin issuance and settlement network. Justin Sun previously stated in an exclusive interview with Hurun that truly innovative solutions that can transcend cycles must be supported by real demand. This selection further reflects his long-term entrepreneurial practice, global vision, and TRON's leading influence in the Web3 ecosystem.

According to a report by China News Service, the International Data Corporation (IDC) released a global commercial service robot tracking report on July 7. The data shows that by 2025, the global commercial service robot market size will reach $1.37 billion, a year-on-year growth of 35.7%, with an annual shipment volume of approximately 155,000 units, a year-on-year increase of 44.1%. Among them, Chinese manufacturers, leveraging supply chain and AI technology innovation advantages, continue to lead the global market, accounting for over 90% of the total share among the top ten manufacturers in global shipments.In terms of subcategories, commercial cleaning robots are growing the fastest, with an estimated shipment volume of about 58,000 units (+83.8%) in 2025, and a market size exceeding $760 million; delivery robots remain the largest submarket in terms of shipment volume, with annual shipments of about 84,000 units (+30.2%). In terms of regional distribution, the Chinese market continues to hold the global lead with approximately 38% market share, while the Latin American region has become the fastest-growing regional market with a year-on-year shipment growth rate of 84.4%. IDC predicts that by 2030, global commercial service robot shipments will reach 454,000 units, with the market size expected to grow to $3.17 billion.

According to the latest report from Omdia titled "2026 Q2 Semiconductor Application Market Forecast Tool (AMFT)", driven by the large-scale development of AI infrastructure, the expected year-on-year growth rate of China's semiconductor market size in 2026 has been significantly revised upward to 92.9%, reaching a total of $812.08 billion. Among them, the computing and storage category is expected to grow by 126%, accounting for 62.9% of the overall application market, marking that the industry is fully entering the AI-driven era in sync with the global trend.In the segmented chip categories, influenced by the surge in demand for AI cloud and edge inference leading to tight supply and demand, the market size of China's storage chip market is expected to skyrocket by 262.9% to $449.6 billion, with market share jumping to 55.4%. At the same time, AI demand has also driven significant growth in logic chips (27.9%), analog ICs (25.4%), and microcontrollers (15%), creating enormous space for the improvement of local semiconductor self-sufficiency and capacity utilization. In contrast, the wireless communication category, primarily focused on smartphones, although experiencing an absolute scale growth of 68.8%, is expected to see its overall market share decline from 30.43% in 2025 to 26.63% due to the dual pressure of soaring storage costs and shrinking shipment volumes.

According to the South China Morning Post, Sun Shengbin from the Wenzhou Public Security Bureau and Lou Yandi from the Zhejiang Provincial Public Security Department's Criminal Investigation Team published a technical paper on June 4 in the journal "Forensic Technology," systematically disclosing the Chinese police's forensic tools and case handling processes for virtual currency assets such as Bitcoin and Ethereum. The content covers aspects such as device cracking, evidence collection, on-chain transaction tracking, and asset freezing and seizure.The paper outlines several tracking methods, one of which involves tracking transaction fees back to exchanges like Binance, allowing the police to obtain user data. The police can acquire "Know Your Customer" (KYC) records from major exchanges such as Binance, OKX, and HTX through formal legal channels. For funds stored in exchanges, the police can freeze accounts for six months, and the freezing period can be extended.Additionally, the document emphasizes strict operational bottom lines: investigators must not privately hold private keys. The principle of "separation of case handling and custody" must be adhered to, with comprehensive supervision and the establishment of a clear regulatory chain record.

According to a report by Reuters, the latest data released by Citi shows that driven by the demand for companies to cut AI spending, the market adoption rate of low-cost open-source models is rapidly increasing. In June of this year, the proportion of open-source model Tokens processed on the AI aggregation platform OpenRouter surged from 34% in January to 65%.Citi specifically pointed out in the report that the cost difference is a core factor driving this trend. The data shows that some Chinese open-source large models are continuously narrowing the performance gap with leading models in the United States, while their charges are as low as 18 cents per million Tokens, whereas the average charge for leading large models in the industry is about 4 dollars, resulting in a cost difference of over 20 times.

The Ministry of Commerce of China announced that it has included 20 entities, including the Japan Defense Research Institute and Mitsubishi Electric Defense and Space Systems Corporation, in the "Control List" for dual-use items export, and has placed another 20 entities, including Mitsui E&S Holdings, on the "Watch List."According to the regulations, China will completely prohibit the export or transfer of dual-use items originating from China to entities on the "Control List"; for entities on the "Watch List," strict end-use reviews will be implemented, and any export applications related to military use will be rejected. A spokesperson for the Ministry of Commerce stated that this move aims to safeguard national security and curb Japan's trend of "remilitarization," and the relevant measures only target a small number of specific entities' dual-use items, without affecting normal economic and trade exchanges between China and Japan.

According to the New Straits Times, Thailand has issued an arrest warrant for Chinese businessman Wang Yicheng, accusing him of being involved in a transnational network that uses illegal cryptocurrency mining to launder money from fraud and online gambling. The Thai Special Investigation Bureau stated that Wang Yicheng was charged with theft and violating the Computer Crimes Act in November 2025, and is currently suspected of having fled the country. Thai authorities are cooperating with international law enforcement agencies to track his whereabouts.

According to an analysis by Tommy, there is a significant gap in valuation and revenue conversion for Chinese open-source AI companies, with their price-to-sales ratio (P/S) far exceeding that of leading counterparts in the United States.Data shows that Zhipu, which developed the GLM 5.2 model, currently has a market value of approximately $137 billion, but its revenue for the fiscal year 2025 is about $107 million, resulting in a price-to-sales ratio as high as 1280 times; MiniMax has a market value of about $23 billion, with a price-to-sales ratio of approximately 290 times. In contrast, the valuations of leading AI laboratories in the United States are more solid, with OpenAI (valued at about $852 billion) and Anthropic (valued at about $965 billion) having price-to-sales ratios of only 34 times and 21 times, respectively.It is believed that due to overseas users' concerns about data privacy, they are unwilling to send data directly to China, resulting in the massive demand for Chinese AI companies not being converted into actual API revenue, leading to significant profit loss to overseas third-party inference service providers (such as OpenRouter, etc.). To support their current high valuations, Chinese AI companies urgently need to prove their data non-retention mechanisms and capture the market at low prices, or explore revenue-sharing and initial licensing collaborations with overseas inference platforms to expand their actual revenue scale.